2024 August: Feature Highlights
Additional Roles for ¶¶ÒõVenues Inventory
PRMA-3708
Additional Roles added to ¶¶ÒõPortal (XOP) to manage ¶¶ÒõVenues Inventory (XVI) access levels.
Affected Components:
¶¶ÒõPortal (XOP)
¶¶ÒõVenues Inventory (XVI)
¶¶ÒõPortal (XOP)
Description of the change/update. Include context id link to product documentation, if available. List settings and/or additional information below
Module/Application | Application | Permission(s) | |
---|---|---|---|
NEW | XVI Landing Page | XVI | View, Add, Edit, Delete |
Vendors | XDM | View, Add, Edit, Delete | |
Inventory Item | XDM | View, Add, Edit, Delete | |
NEW | Orders | XVI | View, Add, Edit |
NEW | Deliveries | XVI | View, Add, Edit |
NEW | Transfers | XVI | View, Add, Edit, Delete |
NEW | Stand Worksheets (Set Site as Active) | XVI | View, Add, Edit, Delete |
NEW | Stand Worksheets | XVI | View, Add, Edit |
NEW | Inventory Reports | XVI | View, Edit |
Manual Card Entry and Tipping
PRMA-4277
The ¶¶ÒõPoint of Sale (XPOS) Ordering application now supports manual card entry and tipping through Genius devices.
Affected Components:Ìý
¶¶ÒõPoint of Sale (XPOS)
¶¶ÒõPoint of Sale (XPOS)
To improve user experience, ¶¶ÒõPoint of Sale (XPOS) now supports manual credit card entry using Genius devices. This update is meant to help with the following scenarios:
To accept payment from guests with damaged cards.
To quickly process refunds of past transactions without going through the Merchant Portal.
Enhancements to XVI Recipes
PRMA-4299
Various improvements for the Recipies module of ¶¶ÒõVenues Inventory (XVI).
Affected Components:
¶¶ÒõData Management (XDM)
¶¶ÒõReports (XRT)
¶¶ÒõData Management (XDM)
For products linked to a Recipe, the cost field automatically updates according to the Recipe Cost.
Within the Recipe module, ability to select the UOM for each Inventory item, allowing recipe builds for single serving or batches using the same inventory item.
¶¶ÒõReports (XRT)
Product Mix report now has a Recipe Product Cost column.
Enhancements to XVI Transfers
PRMA-4333
Various improvements for the Transfers module of ¶¶ÒõVenues Inventory (XVI).
Affected Components:
¶¶ÒõVenues Inventory (XVI)
¶¶ÒõPortal (XOP)
¶¶ÒõReports (XRT)
¶¶ÒõPortal (XOP)
Events now has a viewable audit trail
¶¶ÒõVenues Inventory (XVI)
When updating Transfer Unit field, the Quantity Requested field automatically updates to match the requested unit field
When updating Ordering Unit field, the Quantity Requested field automatically updates to match the requested unit field
When creating a transfer from Historical Quantities, the Quantity field automatically updates to match the unit field
When exporting files from the Transfers module, all cost related columns are hidden
Print a written sheet from transfers with a status of open or pending
The option to bulk print is accessible from transfers with a status of open or pending
Sort historical quantities of previous transfers by Item Name field
When opening an event, selecting Please submit or cancel the transfer(s) in order to open event opens theÌýXVI Incomplete Transfer page
The Transfer List default view is alphabetical by Item Name
The Inventory Order Item List default view is alphabetical by Item Name
Configurable generated PDFs
Items in the Transfer List with the status of Pending have the option to Edit via the 3-dot menu
Print Written Sheet displays all items
A warning message appears when the Transfer Quantity Request is over the configured maximum threshold
Major/Minor Categories of Transfer and Orders PDFs are case sensitive
Bulk Replenish to PAR provides the ability to select multiple sites as the Transfer To location
Bulk Replenish to MIN provides the ability to select multiple sites as the Transfer To location
Bulk Transfer provides the ability to select multiple sites as the Transfer To location
Ability to create a new transfer based on historical transfer data
The Inventory Items listed in the Inventory Counts module are not case sensitive
When using Bulk features, Submit only appears when all selected options have the status of Open
Checkboxes print without checkmarks
On Transfer Forms, Print Written Sheet is not available until all of the data is displayed
Error message appears when selected event is no longer available—The previously selected event is not available any more. Please select another event.
The Transfer List PDF displays the site name
For consistency, navigation menus use the plural form
Export Transfers data to Excel, PDF, or CSV formats
Historical Quantity List now has option to Print or Export data
Updated messaging when PAR or MIN quantities are not configured—No PAR levels are configured for the items. -or- No Minimum levels are configured for the items.
When Quantity Requested or Quantity Received field is empty, the corresponding field on the PDF is also empty
When printing a Written Sheet, the loading icon remains on screen until the print preview/download is available
In Transfer & Inventory Order, use the arrow key to easily navigate between fields
Print the Historical Quantity List based on search or sort parameters
Option to display all inventory items, regardless of status
Only inventory items with a valid quantity appear on printed sheets
Improved handling of accepting inventory-orders
Improved handling of Choose Transfer Type selection
Improved handling of Pending During/Outside of Event transfer details page.
¶¶ÒõReports (RPT)
After selecting a site, select up to 3 historical events to view previous transfer quantities, separated by event
Historical events display an average quantity
The Transfers dialog provides the ability to view Physical Sales of the selected historical event(s)
¶¶ÒõOnline Ordering | GrubHub Integration
PRMA-4645
Added functionality to enable consumption of Orders received from GrubHub and injection of those Orders into ¶¶ÒõOnline Ordering API.
Affected Components:
¶¶ÒõOnline Ordering (XOO)
¶¶ÒõOnline Ordering (XOO)
Added functionality to convert menu to delivery partner menu with publication to delivery partner service.
Added ability to identify items as out of stock with delivery partner.
GrubHub View | ¶¶ÒõPoint of Sale (XPOS) View |
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Product Exchange Enhancements
PRMA-4821
The following identifies enhancements to the product exchange feature. For user instructions, see Exchanges.
Exchange a retail product purchased in a previous transaction with another product of equal or lesser value. Optionally capture a Reason Code and indicate whether the exchanged product is returned to inventory (POS-5295).
Exchange retail products purchased from a different site within the same company. This provides greater flexibility by not forcing customers to return to the original purchase site to exchange a product (POS-48519).
Optionally print a QR Code on the customer receipt. Scanning the QR Code on the receipt facilitates the product return / exchange process (POS-14841).
Exchange a retail product without purchase information, such as a receipt or associated order number (POS-48520).
Improved cross-site search functionality to better track product updates at other sites. This update ensures that products returned / refunded at a site are not available to be returned / refunded at another site.
Additionally, Refund / Return/ Exchange operations are forbidden for orders from another site if the POS terminal is offline.
Affected Components:
Data Management (XDM)
Ordering (POS)
Pipeline (PPL)
Portal/Onboarding (XOP)
Reporting (RPT)
Data Management (XDM)
The following identifies the related updates to ¶¶ÒõData Management:
Update | Description |
---|---|
Product Exchange Availability | TheÌýOrdering ApplicationÌý→ÌýOrderingÌýsection of the Company/Site Preferences editors now includes the following settings:
|
Individual Product Return / Exchange Settings | From the Returns & ExchangesÌýpage of theÌýProduct ListÌýeditor, manage return and exchange settings for individual products, including:
|
Terminal Scheme Function | From the Functions & External Applications page of the Terminal Scheme editor, identify the functions the user may access from the Ordering application when using this terminal scheme. The following function can now be enabled for terminal schemes:
|
POS Reason Codes | The following transaction type can now be associated with POS Reason Codes using the POS Reason Codes editor:
The following setting is available when the Exchange Item transaction type is added to a POS reason code. Configure this setting from the Selected Types section of the POS Reason Codes editor.
|
Print QR Code on Receipts | From theÌýOptions and SortsÌýsection of theÌýReceipt TemplatesÌýeditor, define optional elements for a print template. With this update, the following element is now supported:
The QR Code element is supported on the following receipt templates:
|
Role Permissions
The following identifies the related user role permissions, which are defined for users from the ¶¶ÒõPortal:
Functions.Exchange.Existing - Allows the user to initiate an item Exchange when the customer provides a receipt
Functions.Exchange.Open - Allows the user to initiate an item Exchange when the customer does not provide a receipt or any other proof of purchase
Functions.Exchange.Threshold.Override - Allows the user to override the item Exchange when the difference in the amount between two exchanging items exceeds the configured threshold.
Product Return Enhancements
PRMA-5017
The following identifies enhancements to the Product Returns feature:
Returned products are now identified and formatted in accordance with the updated receipt template.
Added support for theÌýCommentÌýitem-level action for retail products.
The POS respects the payment type availability settings defined in Data Management for product returns and refunds.
UpdatedÌýemail templatesÌýto include a placeholder for a QR Code on customer receipts.
Affected Components:
Data Management (XDM)
Ordering (POS)
Pipeline (PPL)
¶¶ÒõOnline Ordering (XOO)
Data Management (XDM)
Update | Description |
---|---|
Receipt Templates | The following receipt template types are updated in POS-DEVICES-TEMPLATE v1.0.421 to support product returns:
|
Ordering (POS)
Update | Description |
---|---|
Add Comments | Added support for Comment action for retail items. Item-level comments can now be added, edited, and deleted for retail items. The POS item level action Comment must be enabled for the terminal scheme. |
Customer Receipts | Returned products are now identified and formatted on customer receipts in accordance with the updated receipt template. |
Payment Type Availability | The POS supports the payment type availability settings defined in Data Management for product returns and refunds. This update ensures that only eligible payment types are available for selection when processing a product return or refund. Payment Type Configuration The following settings are located on the General page of the Payment Type editor in Data Management:
|
¶¶ÒõOnline Ordering (XOO)
Update | Description |
---|---|
QR Code on Email Receipt | Updated Email Templates to include a placeholder for a QR Code. The QR code placeholder is located directly above the footer of the email receipt. The cashier at the POS scans the QR Code printed on the customer's email receipt to quickly locate their order. |
¶¶ÒõMobile Manager - Dark Theme
PRMA-5143
To improve user experience, ¶¶ÒõMobile Manager now has the option to enable Dark Theme.
Affected Components:
¶¶ÒõMobile Manager (XMM)
¶¶ÒõMobile Manager (XMM)
Implemented a Dark Theme for the application UI for users who prefer a dark background.
→ → Ìý
To enable the Dark Theme for the app:
Locate the Appearance section.
Toggle Enable dark theme on to display the app in a dark theme. By default, this setting is toggled off.
From the upper-right of the screen, select the check mark to apply the changes and return to the previous screen.
Light Theme vs. Dark Theme Comparison
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Multiple Child Pricing Rules
PRMA-5148
Simplified Price Engine logic and added configurations for multiple quantity-based prices for an item in which different prices are applied based on the specified priority and range.
Example: Items with 2x a modifier, where 1st item is free and the 2nd is a non-default price set from the Point of Sale system. When 1x modifier is selected the item is free. When 2x modifier is selected the item is priced at the price set for the POS.
Affected Components:
¶¶ÒõOnline Ordering (XOO)
¶¶ÒõOnline Ordering (XOO)
Updated the Price Engine logic to support multiple quantity-based pricing rules assigned to the item at once. This makes it possible to apply prices from different quantity-pricing rules simultaneously in one order.
Analytics and Customer Engagement Integration Improvement
PRMA-5268
Improvement to the Analytics and Customer Engagement (ACE) Integration.
Affected Components:
¶¶ÒõGift and Loyalty (XGL)
¶¶ÒõGift and Loyalty (XGL)
To optimize communication and response time of Redeem and Void requests, XGL sends requests only after receiving a response from ACE with the current reward(s) available. This update helps to prevent requests from failing due to multiple requests being performed for the same account within a fraction of a second.
Givex ¶¶ÒõGift and Loyalty Adjustments
PRMA-5333
Improvement to the Givex Integration.
Affected Components:
¶¶ÒõGift and Loyalty (XGL)
¶¶ÒõGift and Loyalty (XGL)
Improved the workflow of the Givex integration with XGL.
Account numbers with a numeric value and a letter at the end have the last letter removed before sending the request to Givex.
Account numbers with a numeric value only, send the request to Givex as is.
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Option to Display Item Portions
PRMA-5404
Added option to display ingredients and the quantity added or removed from an ordered item on the order display.
Affected Components:
¶¶ÒõData Management (XDM)
¶¶ÒõKitchen Management (XKM)
¶¶ÒõData Management (XDM)
Added the following option to the Cell Body Settings section of the Kitchen Screen Settings editor. Use this option to display item portions.
Show Portions - Display ingredients and the quantity added or removed from a ordered item window.

¶¶ÒõKitchen Management (XKM)
The ¶¶ÒõKitchen Management order display shows the ingredients and the quantity added or removed from a ordered item window.
